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Some customers are experiencing issues when trying to file and pay with their refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.

If you applied for the advance, you can look in a few specific places in your account or your email for more information.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

I mentioned step-by-step in the previous post, but TurboTax uses the Easy Step label for their interview mode. I don't know if this makes a difference, but I thought I would mention it.   @no-name1 

I am confused, my fiancee had a box 14 OBBBOTPREMIUM for 1801. Then under different situations, they asked about overtime again & if I knew the amount, again I put the 1801. Is that not correct? Should I have only filled in the box 14?

I’m sure it’s bound to happen sooner or later. New year, same problem. Applied, had all sorts of issues that resulted in a phone call telling me everything’s cool. Taxes were accepted both fed and state 36 hours ago and my brand new, shiny Credit Karma account is sitting with a whopping 0.00 in it. Just save yourself the stress and the horrible answers that do nothing for your question and just go to H&R or anyone else. Those are the ONLY companies that have true advances and you’ll have it by the time you walk out the door. I better not be paying any additional fees for my refund getting deposited into that Credit Karma account when it comes on feb 16th per the IRS. 

I have entered a MFJ couple earning $218,550 -in the phase out range. Looking at Sch 1-A: line 31 shows the $218,550 line 32 the program correctly subtracts $150k line 33  shows $68,550 as the overage.  line 34 The 6% phaseout is multiplied to get $4113 lost deductions line 35 shows the remaining $1887 allowed per person line 36a person one $1887 is entered line 36b person two $1887 is entered line 37 total deduction for a MFJ couple both with SSN is $3774. line 38 repeats the total and carries it to your 1040.   If your forms are not calculating the 6% penalty correctly, you will need to update your program is you are using the desktop version.    @DebraNoice 

Some customers are experiencing issues when trying to file and pay with their refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.

If you go all the way back to the personal information section of your federal tax return you will be able to access the personal information section of your return.  Click on the 'edit' button to the right of each section of personal information in order to add or change anything.  Your spouse's section should be right below yours.

Some customers are experiencing issues when trying to file and pay with their refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.

Based on the response... The only way to have a check mailed to you is to file by Mail. This a major flaw in the software. E-mailing is free for Federal but Turbo Tax will only allow e-filing if they process the refund for direct deposit For $40.

 The previous instructions were for TurboTax Online. Try these instructions instead for your Mac download.    Since you are using TurboTax Premier for Mac (Desktop Download), the issue is likely a "permissions" or "file access" glitch where the software is showing you a preview but failing to write that data to your actual tax file. Here is the correct path for a Mac user to fix this. Try each of these suggestions    1. Give TurboTax "Full Disk Access" This is the most common reason the Mac version "forgets" entries. macOS has high security that can prevent programs from saving changes to folders like Documents.   Close TurboTax. Go to the Apple Menu (top left corner) > System Settings (or System Preferences). Go to Privacy & Security > Full Disk Access. Look for TurboTax 2025 in the list. If it’s there, make sure the switch is ON. If it’s not there, click the [+] button, go to your Applications folder, and add TurboTax. Restart TurboTax and try the entry again. 2. "Save As" to Force a Refresh Sometimes the current .tax2025 file gets a "read-only" bug. In TurboTax, go to the top menu bar (next to the Apple icon). Select File > Save As. Give it a slightly different name (e.g., "TaxReturn_v2") and save it directly to your Desktop instead of a subfolder. Try entering your contributions in this new file.   3. Check for updates (crucial for 2026) Since we are in January, Intuit releases patches almost daily to fix bugs exactly like "data not transferring." In the top menu, click TurboTax (next to the Apple icon). Select Check for Updates. If it finds one, let it install and restart the program.   4. Use "Forms Mode" to See What’s Happening If the "Step-by-Step" interview is stuck, you can look "under the hood" to see if the number is actually there. Click the Forms icon in the top right corner of your TurboTax window. In the list on the left, find the form related to your contribution (e.g., Form 8889 for HSA or the IRA Contribution Worksheet). If the number is there in the form but not showing in the interview, try typing the number directly into the blue field on the form. Click the step by step icon to get out of the forms mode.   Why you didn't see a "Red X": That only appears in web browsers like Safari or Chrome. In the Desktop version, there are no pop-up blockers because the program is running directly on your computer, not the internet.   @no-name1   

So even though it’s taxable scholarship income (Pell Grant, and the off campus scholarship from her job in VA) that she received because she’s attending a college in Utah (and lives on campus in Utah during those months) it’s still not considered as a Utah source and therefore it is not taxed by Utah and those funds should be allocated to VA to be taxed (where she lives with her parents during the summer and winter breaks)? Do you have an example what then would be considered Utah sourced? Thank you for your guidance.